Baron Opportunity Fund R6 Shares
BIOUX
NASDAQ
| Weiss Ratings | BIOUX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Good | |||
| Reward Grade | B | |||
| Risk Index | Weak | |||
| Risk Grade | D+ | |||
| Company Info | BIOUX-NASDAQ | Click to Compare |
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| Provider | Baron Capital Group, Inc. | |||
| Manager/Tenure (Years) | Michael Lippert (20) | |||
| Website | http://https://www.baroncapitalgroup.com | |||
| Fund Information | BIOUX-NASDAQ | Click to Compare |
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| Fund Name | Baron Opportunity Fund R6 Shares | |||
| Category | Large Growth | |||
| Sub-Category | US Equity Large Cap Growth | |||
| Prospectus Objective | Growth | |||
| Inception Date | Aug 31, 2016 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 5,000,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | BIOUX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | BIOUX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.25% | |||
| Asset Allocation | BIOUX-NASDAQ | Click to Compare |
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| Cash | 0.86% | |||
| Stock | 92.49% | |||
| U.S. Stock | 86.48% | |||
| Non-U.S. Stock | 6.01% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 4.71% | |||
| Convertible | 0.00% | |||
| Other Net | 1.94% | |||
| Price History | BIOUX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.14% | |||
| 30-Day Total Return | -1.19% | |||
| 60-Day Total Return | -4.48% | |||
| 90-Day Total Return | -0.89% | |||
| Year to Date Total Return | -4.48% | |||
| 1-Year Total Return | 20.15% | |||
| 2-Year Total Return | 39.15% | |||
| 3-Year Total Return | 113.31% | |||
| 5-Year Total Return | 49.36% | |||
| Price | BIOUX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | BIOUX-NASDAQ | Click to Compare |
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| Nav | $55.59 | |||
| 1-Month Low NAV | $53.80 | |||
| 1-Month High NAV | $56.24 | |||
| 52-Week Low NAV | $39.68 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $61.95 | |||
| 52-Week High Price (Date) | Dec 10, 2025 | |||
| Beta / Standard Deviation | BIOUX-NASDAQ | Click to Compare |
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| Beta | 1.38 | |||
| Standard Deviation | 19.24 | |||
| Balance Sheet | BIOUX-NASDAQ | Click to Compare |
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| Total Assets | 1.69B | |||
| Operating Ratios | BIOUX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.04% | |||
| Turnover Ratio | 30.00% | |||
| Performance | BIOUX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 28.40% | |||
| Last Bear Market Total Return | -26.97% | |||